Burns Matteson Capital Management’s Applied Materials AMAT Stock Holding History

Burns Matteson Capital Management’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	+278	New	+$128K	0.06%	183
2022 Q4	–	Sell	-3,115	Closed	-$255K	–	144
2022 Q3	$255K	Sell	3,115 -1,442	-32%	-$139K	0.19%	78
2022 Q2	$415K	Buy	4,557 +1,429	+46%	+$157K	0.29%	87
2022 Q1	$412K	Sell	3,128 -1,756	-36%	-$242K	0.29%	72
2021 Q4	$768K	Buy	4,884 +1,445	+42%	+$209K	0.52%	50
2021 Q3	$443K	Buy	+3,439	New	+$467K	0.34%	70

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burns Matteson Capital Management's AMAT Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in Applied Materials (AMAT) in Q2 2026: 278 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #183 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in AMAT as recently as Q3 2022.

Burns Matteson Capital Management first reported a position in AMAT in Q3 2021 and has held it in 6 quarters since. The position peaked at $768K in Q4 2021. 661 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Burns Matteson Capital Management held 278 shares of Applied Materials worth $201K as of Q2 2026.
Applied Materials was a new Burns Matteson Capital Management position in Q2 2026.
Applied Materials made up 0.06% of Burns Matteson Capital Management's portfolio in Q2 2026, its #183 holding.
Burns Matteson Capital Management first reported a position in Applied Materials in Q3 2021 and has held it in 6 quarters since.
Burns Matteson Capital Management's Applied Materials position peaked at $768K in Q4 2021.
661 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.